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Estate Planning

Estate planning is an essential step to protect your loved ones. Not only will an estate plan provide guidelines for transferring assets to heirs, but it can help lower your estate’s tax burden. The dedicated team at Bleakley Financial Group can assist with trusts and fiduciary services, charitable giving, wills, and power of attorney documents.

Understanding Estate Planning

Estate planning involves creating legal documents to determine how your wealth will be preserved, managed, and distributed after death. An estate plan can also provide guidance for the management of your healthcare and financial obligations if you become incapacitated.

Assets included in an estate’s plan can include property, land, cars, investments, life insurance, retirement accounts, and debts. Our financial planners can help you determine how to structure your estate plan to limit how much money must be paid to the Internal Revenue Service.

How Estate Plans Can Help

Creating an estate plan is an essential step for anyone wanting to provide for surviving family members, fund education for children, or leave money to a charitable cause. Besides creating a will, other estate planning tasks may include:

  • Naming an estate executor
  • Naming beneficiaries on retirement accounts and pension plans
  • Establishing funeral arrangements

If you have dependent children under the age of 18, your estate plan should also name a guardian.

Work With Bleakley Financial Group

Are you ready to work with a financial planner? Contact Bleakley Financial Group to set up an appointment with a member of our team.


This information is not intended to be a substitute for individualized legal advice. Bleakley Financial Group and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

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